2. TABLE OF CONTENT
1. INTRODUCTION
2. HISTORIC EVOLUTION
3. DEPLOYMENT
4. DIFFERENCES BETWEEN RPA AND REGULAR AUTOMATION
5. CHARACTERISTICS OF RPA SOFTWARE
6. PROS (BENEFITS)
7. CONS (DISADVANTAGES)
8. VENDORS
9. A BASIC PLAN FOR PILOTING AND IMPLEMENTING RPA
STEP 1 – IDENTIFY, EVALUATE, AND PRIORITIZE PROCESSES
STEP 2 – DESCRIBE PROCESS(ES)
STEP 3 – DESIGN, DEVELOP, AND TEST
STEP 4 – IMPLEMENT PROCESS(ES)
STEP 5 – MONITORING AND CONTINOUS IMPROVEMENT
10. CREATE AN RPA CENTER OF EXCELLENCE
11. BENEFIT REALIZATION
12. CRITICAL SUCCESS FACTORS
13. CONCLUSION
3. INTRODUCTION
Robotic process automation (RPA) is the application of technology that allows employees in a
company to configure computer software or a “robot” to capture and interpret existing applications
for processing a transaction, manipulating data, triggering responses and communicating with
other digital systems.
Any company that uses labor on a large scale for general knowledge process work, where people
are performing high-volume, highly transactional process functions, will boost their capabilities
and save money and time with robotic process automation software.
Just as industrial robots are remaking the manufacturing industry by creating higher production
rates and improved quality, RPA “robots” are revolutionizing the way we think about and
administer business processes, IT support processes, workflow processes, remote infrastructure
and back-office work. RPA provides dramatic improvements in accuracy and cycle time and
increased productivity in transaction processing while it elevates the nature of work by removing
people from dull, repetitive tasks. The technology of RPA can be applied specifically to a wide
range of industries.
HISTORIC EVOLUTION
Although the term "robotic process automation" can be traced to the early 2000s, it had been
developing for a number of years previously. RPA evolved from three key technologies: screen
scraping, workflow automation and artificial intelligence.
Screen scraping is the process of collecting screen display data from a legacy application so that
the data can be displayed by a more modern user interface. The advantages of workflow
automation software, which eliminates the need for manual data entry and increases order
fulfillment rates, include increased speed, efficiency and accuracy. Lastly, artificial intelligence
involves the ability of computer systems to perform tasks that normally require human intervention
and intelligence.
As a form of automation, the same concept has been around for a long time in the form of screen
scraping but RPA is considered to be a significant technological evolution of this technique in the
sense that new software platforms are emerging which are sufficiently mature, resilient, scalable
and reliable to make this approach viable for use in large enterprises (who would otherwise be
reluctant due to perceived risks to quality and reputation).
By way of illustration of how far the technology has developed since its early form in screen
scraping, it is useful to consider the example cited in one academic study. Users of one platform
at Xchanging - a UK-based global company which provides business processing, technology and
procurement services across the globe - anthropomorphized their robot into a co-worker named
"Poppy" and even invited "her" to the Christmas party. Such an illustration perhaps serves to
demonstrate the level of intuition, engagement and ease of use of modern RPA technology
platforms that leads their users (or “trainers” to relate to them as beings rather than abstract
4. software services. The "code free" nature of RPA (described below) is just one of a number of
significant differentiating features of RPA vs. screen scraping.
DEPLOYMENT
The hosting of RPA services also aligns with the metaphor of a software robot, with each robotic
instance having its own virtual workstation, much like a human worker. The robot uses keyboard
and mouse controls to take actions and execute automations. Normally all of these actions take
place in a virtual environment and not on screen; the robot does not need a physical screen to
operate, rather it interprets the screen display electronically. The scalability of modern solutions
based on architectures such as these owes much to the advent of virtualization technology, without
which the scalability of large deployments would be limited by available capacity to manage
physical hardware and by the associated costs. The implementation of RPA in business enterprises
has shown dramatic cost savings when compared to traditional non-RPA solutions.
DIFFERENCES BETWEEN RPA AND REGULAR AUTOMATION
What distinguishes RPA from traditional IT automation is the ability of the RPA software to be
aware and adapt to changing circumstances, exceptions and new situations. Once RPA software
has been trained to capture and interpret the actions of specific processes in existing software
applications, it can then manipulate data, trigger responses, initiate new actions and communicate
with other systems autonomously. RPA software is particularly useful for organizations that have
many different and complicated systems that need to interact together fluidly.
For instance, if an electronic form from a human resource system is missing a zip code, traditional
automation software would flag the form as having an exception and an employee would handle
the exception by looking up the correct zip code and entering it on the form. Once the form is
complete, the employee might send it on to payroll so the information can be entered into the
organization's payroll system.
With RPA technology, however, software that has the ability to adapt, self-learn and self-correct
would handle the exception and interact with the payroll system without human assistance.
CHARACTERISTICS OF RPA SOFTWARE
Code-Free
RPA does not require programming skills: Business operations employees - people with process
and subject matter expertise but no programing experience - can be trained to independently
automate processes using RPA tools within a few weeks. Many RPA platforms present a flowchart
designer, much like Microsoft Visio: process definitions are created graphically by dragging,
dropping and linking icons that represent steps in a process.
5. Non-disruptive
One of the challenges of traditional IT deployments is that the transformation or change of existing
systems is complex and risky. Thus, many large organizations are reluctant to redesign, replace or
even to enhance existing systems through the creation of new IT interfaces (or APIs). For this
reason, the philosophy behind RPA is to avoid the complexity and risk of such changes where they
are not warranted, (or indeed to enable such changes to be prototyped and tested, simply by
simulating equivalent input/output via the user interface in lieu of APIs). RPA tools therefore lean
towards "light" IT requirements and do not, for example, disturb underlying computer systems.
The robots access end user computer systems exactly as a human does - via the user interface with
an established access control mechanism (e.g. logon ID and password) - so no underlying systems
programming need be required. This is an important point because, from a security, quality and
data integrity perspective, the UI of many applications encapsulates many years of requirements
and testing for error prevention, data integrity and security access control. To bypass a UI by
creating a new API is a risky undertaking and requires extensive testing in order that the same
levels of functionality and protection are maintained.
Business user friendly
RPA’s relative ease of use and low requirement for technical support perhaps explains why
adoption typically originates inside business operations and not inside Information Technology
(IT) departments. Because RPA projects do not require expensive IT skills and investment in new
platforms, the economic threshold of processes with a viable business case for automation is
substantially lowered.
Scalability: Organizations shouldn't select RPA software that requires them to deploy software
robots to desktops or virtualized environments. They should look for RPA platforms that can be
centrally managed and scale massively.
Speed: Enterprises should be able to design and test new robotic processes in a few hours or less,
as well as optimize the bots to work quickly.
Reliability: As companies launch robots to automate hundreds or even thousands of tasks, they
should look for tools with built-in monitoring and analytics that enable them to monitor the health
of their systems.
Simplicity: Organizations should look for products that are simple enough that any employee in
the business can build and use them to handle various kinds of work, including collecting data and
turning content into information that enables leaders to make the best business decisions.
Intelligence: The best RPA tools can support simple task-based activities, read and write to any
data source, and take advantage of more advanced learning to further improve automation.
Enterprise-class: Companies should look for tools that are built from the ground up for enterprise-
grade scalability, reliability and manageability.
6. PROS (BENEFITS)
An example to the different between before and after RPA is given below.
CONS (DISADVANTAGES)
7. VENDORS
Notable RPA software vendors include:
Automation Anywhere
BlackLine
Blue Prism
Datamatics
EdgeVerve
HelpSystems
UiPath
Jacada
Kofax
NICE
Pegasystems
Verint
Automation Anywhere Inc. provides an enterprise digital workforce platform geared toward
procure-to-pay, quote-to-cash, HR, claims processing and other back-office processes.
Blue Prism focuses on providing organizations in regulated industries with more agile virtual
workforces, offering desktop-aligned robots that are defined and managed centrally.
EdgeVerve Limited, an Infosys company, helps enterprises modernize customer service, improve
business processes and enhance operational productivity.
HelpSystems enables companies to streamline IT and business operations by automating tasks
and workflows without the need to write code.
UiPath offers an open platform to help organizations efficiently automate business processes.
Workfusion combines robotics, AI-powered cognitive automation and workforce orchestration to
automate enterprise business processes.
A BASIC PLAN FOR PILOTING AND IMPLEMENTING RPA
There are typically 5 steps in a basic RPA implementation project.
Step 1 – Identify, Evaluate, And Prioritize Processes
To identify processes, we have to:
Establish interest and understanding of RPA.
Run workshops with different business functions to identify with an automation potential.
8. To evaluate processes, we have to create a long list of processes with an automation potential.
The long list looks something like the following image.
We can evaluate the most promising processes using an automation matrix, which looks
somewhat like the image below.
9. Step 2 – Describe Process(es)
To describe processes, we have to create a “Process Definition Document (PDD)”. A PDD
contains:
Process flow description (AS-IS)
Process facts
IT systems
Process exceptions
Business Area / Department affected
Step 3 – Design, Develop, And Test
The design phase consists of:
Choosing process design and flow, framework and solution.
Ensuring that company guidelines and best practices are followed.
The develop phase consists of developing and automating processes.
The test phase is the formal testing before process implementation. It consists of minimum:
Unit testing
Functional testing
Acceptance testing
Step 4 – Implement Process(es)
To implement processes, we have to:
Publish and run automated process(es).
Schedule processes:
o Queue trigger (event)
o Time trigger (schedule)
Step 5 – Monitoring and Continuous Improvement
10. CREATE AN RPA CENTER OF EXCELLENCE
RPA Center of Excellence (CoE) is an internal self-sustaining and scalable RPA expertise to run
and maintain robots.
To create an RPA center of excellence, we have to:
Build the skills and capacity you need for RPA. For this we need the following
departments.
Articulate an effective governance model. The following is the standard governance
model.
For this we need -
o Guidelines and templates for assessments, design, development and
deployment.
o Assigning roles & accountability.
o Ensure good collaboration and communication.
Launch CoE and scale.
11. BENEFIT REALIZATION
The following is the RPA benefit cube.
When all three effects are added up we get the cube below.
The key takeaway here is that you can’t look blindly on cost effects; both business and operation
effects should be considered too.
CRITICAL SUCCESS FACTORS
12. CONCLUSION
As RPA brings more technologically-advanced solutions to businesses around the world, operating
models that adopt automation, whether in-house or offshored, will cut costs, drive efficiency and
improve quality.